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Outlook Email Attaching

New Member
Posts: 1
Country: USA

Outlook Email Attaching

Dear Group,

 

I'm new to Sage and still navigating through my learning curve.  Can someone advise on how to attach Microsoft Outlook emails to Sage Act contact history?

Tuned Listener
Posts: 14
Country: United_Kingdom

Re: Outlook Email Attaching

Hi

 

The first thing you need to do is ensure you have the latest service packs applied to MS Office otherwise you could experience problems, as I have seen this many time sin the past

 

Assuming ACT and Office do both have  the latest service packs along with Office, you need to go through the step by step Outlook integration wizard that will enable you to work the two applications together

 

Rather than go through the entire process here, check out the detailed training video at my blog, which incidentally is totally FREE and you can find it at www.theactacademy.com/blog

 

Hope this helps